Importing your Contacts or Leads as a CSV file is a great way to control exactly how your data will be populated in RevampCRM. You'll want to take a few preliminary steps to make sure that your CSV is formatted properly for the import.
Tip: It's a good idea to check for duplicate contact records before exporting your CSV!
Importing your data:
1- Go to the Integration menu, choose 'Other CRMs' from the dropdown on the top right, then locate Capsule CRM and click.
2- A popup to choose CSV file will appear.
After selecting your file you will be able to add more tags and score those contacts for better organizing your database.